$CAKE · Financial Education · 2026-10-28
CAKE 本季度业绩远超预期（营收+14%、营业利润+101%、净利润+92%、每股收益+80%），并计划明年新开11至13家 Flowerchild 门店，今年为7家——方向正确，尽管少于说话者期望的数量——支持持有该股至2030年代；Flowerchild 应在2030年前推动营收、利润率和每股收益，届时净利润率可能超过10%，鉴于路线图清晰，没有理由卖出。
逐段跳播
Cheesecake Factory。嗯，这家公司今天让人惊讶，因为他们公布了一份惊人且令人印象深刻的季度业绩。我是说，一份绝对难以置信的季度业绩。A+ 评级。很好。而且，哦，股价并没有上涨。
它下跌了2.5%，人们都在想这是怎么回事，老兄。这是一个惊人的季度，却下跌了2.5%。没错。第三，蛋糕。同样的情况。买入还是卖出？
Cheesecake Factory. Well, this company surprised people here today because they announced an amazing and impressive quarterly. I mean, an absolutely unbelievable quarterly . A + rating.
Good. And oh, the stock didn't rise. It's down 2.5 percent and people are wondering what's going on, man. It's an amazing quarter, yet it's down by 2.5 percent. correct. Third, cake. The same thing. Buy or sell?
下一个是“Cake”这只股票。我们先聊聊这只股票是该买还是该卖，然后再谈AMD，以及这些业绩对AMD股票未来意味着什么。我不知道你有没有看我昨晚在Reactions频道发布的视频。
如果你还没关注那个频道，它的名字叫“Jeremy Leviev Makes Money”。那个视频到目前为止已经获得了大约9万次观看，发布于23小时前。在那期视频里，我大量谈到了“cake”。
所以如果你想看更多关于“Kik”的讨论，以及我涵盖的许多其他重要话题，包括我现在看到的市场最佳机会，那一定要去看那个视频。好。但事情是这样的。看数字，这是“Kik”一份非常出色的财报。
营收增长远好于预期。利润率也远好于预期。公司的盈利能力正在爆发式增长。经营活动收入同比增长101%。这简直难以置信。而这是建立在营收增长14%的基础上的。我是说，这太离谱了。净利润增长了92%。
每股收益增长了80%。我们在私人群里讨论时，有位成员说14%的营收增长太疯狂了。我们没预料到。我说：“我也没有。”它们远远超出了我的预期。一开始我以为是笔误，然后突然看到营收增长14%，我以为这肯定是“Kik”公司的排版错误。
不，不是笔误。我说：什么？这简直难以置信。另外，我把这些发到了股票群的Discord聊天里，因为我听了电话会议。在电话会议上，他们要求管理层就Flowerchild分店数量给出更多指引，管理层说他们预计明年开11到13家分店，而今年大约是7家，对吧？
我说我本希望能更多。不过，这是朝着正确方向迈出的一步。我说到2030年，Flowerchild应该会成为整个公司营收、利润率和每股收益的主要驱动力。我不是说它现在没有影响，但基于它在2030年的地位，它的影响应该会非常显著。
这非常令人兴奋，因为Flowerchild正在大幅提升利润率，而当你展望这家公司几年后的未来时，你会看到一家利润率比现在好得多的公司。到2030年，我们可能谈论的是一家净利润率超过10%的公司，对吧？
而不是我们习惯的那种净利润率在2%到5%或6%的公司。现在我们可能谈论的是几年内净利润率超过10%。这极其令人兴奋，尤其是营收基数在未来几年还会持续增长。不是吗？所以，当我纵观全局时，我会说这只股票绝对应该持有到2030年代。
根本没有理由放弃它。你看到的数字远好于预期。你有清晰的路线图。这不是像某些公司那样空口承诺，试图说服股东他们某天可能会做点什么，然后就会很棒之类的。不，不，不。这非常清楚。对他们来说，游戏很简单，不是吗？
继续像他们那样创建菜单，对吧？不同产品时不时提价，不是吗？控制好费用。他们继续在美国各地开设大量Flower Child和North Italy分店，此外还有其他概念。所有这些都执行得很好。
砰。你就得到了这家公司跨越10年以上的增长路线图。他们如何实现这一点相当清楚。当你处于这样的局面时，
The next one is the "Cake" stock. Let's talk about whether this stock is a buy or a sell, and then we'll talk about AMD and what these results mean for AMD stock going forward.
Well, I don't know if you've seen the video I posted on the Reactions channel last night. The reactions channel, if you are not following it. Its name is "Jeremy Leviev Makes Money".
That video has garnered around 90,000 views so far. Published 23 hours ago. But in that video, I talked a lot about "cake". So if you want more talk about "Kik," as well as the many other important topics I've covered, including the best opportunities in the market I see right now, then definitely watch that video.
Good. But here's the thing. The numbers, a very excellent report from "Kik". Revenue growth came in much better than expected. Profit margins came in much better than expected.
The company's profitability is exploding. Income from operating activities increased by 101% year-on-year. This is unbelievable. Based on a 14% increase in revenue. I mean, this is ridiculous.
Net income increased by 92%. Earnings per share increased by 80%. We were talking in the private group, and one of our members was saying that revenue growth of 14% was insane.
We didn't expect that. I said, "Neither do I." They far exceeded my expectations. At first I thought it was a typo, then suddenly I saw revenue growth of 14%. I thought it must be a typographical error by the "Kik" company.
No, it wasn't a typo. I said: What? This is unbelievable. And now, in addition, I put this in the stock group's Discord chat because I listened to the group call. During the conference call, they asked for more guidance on the number of Flowerchild branches, and management said they expect to open 11 to 13 branches next year, compared to approximately seven branches this year, right?
I said I would have preferred more. However, it is a step in the right direction. I said that by 2030, Flowerchild should be a major driver of revenue, profit margins and earnings per share for the company as a whole.
I am not saying that it does not have an impact now, but based on its position in 2030, its impact should be very significant. This is very exciting because Flowerchild is increasing margins significantly, and when you look at the future of this company in a few years, you can see a company with much better profit margins than we see now.
By 2030 we might be talking about a company with net income margins exceeding 10%, right? Instead of the company we are used to with net income margins ranging from 2% to 5% or 6%.
Now we may be talking about net income margins exceeding 10% within a few years. This is extremely exciting, especially with a revenue base that continues to grow over the coming years.
Isn't that so? So, when I look at the whole thing, I would say this stock should definitely be held until the 2030s. There is simply no reason to give it up. You have numbers that are coming in much better than expected.
You have a clear roadmap. It's not just empty promises like some companies that try to convince shareholders that they might do something someday and it will be great and so on.
No, no, no. It's crystal clear. The game is very simple for them, isn't it? Continue creating lists as they do, right? Prices are raised from time to time on different products, isn't that right?
Keeping expenses under control. They continued to open numerous Flower Child and North Italy branches throughout the United States, in addition to their other concepts. Good implementation of all of that.
Boom. You are presented with a growth roadmap spanning more than 10 years for this company. It is quite clear how they can achieve that. When you are in a situation like this,
在电话会议上，他们要求管理层就Flowerchild分店数量给出更多指引，管理层说他们预计明年开11到13家分店，而今年大约是7家，对吧？我说我本希望能更多。不过，这是朝着正确方向迈出的一步。
我说到2030年，Flowerchild应该会成为整个公司营收、利润率和每股收益的主要驱动力。
During the conference call, they asked for more guidance on the number of Flowerchild branches , and management said they expect to open 11 to 13 branches next year, compared to approximately seven branches this year, right?
I said I would have preferred more . However, it is a step in the right direction. I said that by 2030, Flowerchild should be a major driver of revenue, profit margins and earnings per share for the company as a whole.
所以，当我纵观全局时，我会说这只股票绝对应该持有到2030年代。根本没有理由放弃它。你看到的数字远好于预期。你有清晰的路线图。
So, when I look at the whole thing, I would say this stock should definitely be held until the 2030s. There is simply no reason to give it up. You have numbers that are coming in much better than expected . You have a clear roadmap.
这就是我们在“Flower Child”上看到的情况。他们现在已经扩展到足够多的大城市，很明显他们取得了巨大成功。同样的情况也适用于“North Italy”。所以，这很简单，你明白了吧？他们将如何扩展公司并持续增长，这一点相当清楚。
This is what we look at with " Flower Child". They have expanded into enough major cities now that it is clear they are being hugely successful. And so, the same applies to " North Italy".
So, it's quite simple, you've got the idea, haven't you ? It is quite clear how they will be able to expand the company and continue to grow more and more.
前总统巴拉克·奥巴马引发了一场重大的政治争议，他在2026年中期选举前为民主党助选时，将唐纳德·特朗普总统的白宫翻修比作“Cheesecake Factory”式的一连串事件。
奥巴马嘲讽了特朗普大规模、充满金色的重新装修工程。白宫被弄得看起来像是侯赛因开了一家“Cheesecake Factory”。到处都是金色。特朗普的反应是称奥巴马不聪明，是个糟糕的总统。
他说：“这就是Cheesecake Factory。”你能相信吗？这是一家非常成功的公司。他不喜欢成功的公司。所以，这是奥巴马总统和特朗普总统之间关于“The Cheesecake Factory”的一段非常有趣的交锋。
Former President Barack Obama sparked a major political controversy by comparing President Donald Trump's White House renovations to a " Cheesecake Factory" chain of events during his campaign for the Democrats ahead of the 2026 midterm elections.
Obama mocked Trump's extensive, gold- filled redecorating projects . The White House made it look like Hussein had opened a "Cheesecake Factory". Gold is everywhere. Trump's reaction was to describe Obama as not being smart and as a bad president.
He said, "This is the Cheesecake Factory." Can you believe that? It is a very successful company. He doesn't like successful companies. So, it was a very amusing exchange about "The Cheesecake Factory" between President Obama and President Trump.
但这件事的寓意是。非常感谢奥巴马总统，也非常感谢特朗普总统，就因为他们参与了这场对话，让所有人都在谈论“The Cheesecake Factory”。最终，受益的是他们。我不认为奥巴马受益。
我不认为民主党受益。我不认为共和党和特朗普受益。这只是一场无聊的争吵。但在这场争议中，很多人开始谈论“The Cheesecake Factory”，我说：“这太好了。”“这是有史以来最棒的事。”
多么大规模的一次免费宣传。我是说，这太离谱了，不是吗？
But the moral of the story here is. Thank you so much to President Obama, and thank you so much to President Trump, just for engaging in this conversation because it got everyone talking about "The Cheesecake Factory".
And ultimately, they are the ones who benefit from this. I don't think Obama benefits. I don't think the Democrats benefit. I don't think Republicans and Trump benefit. It's just a silly squabble.
But a lot of people have started talking about "The Cheesecake Factory" amid this controversy, and I say, " That's great." "It's the best thing ever." What a massive free publicity stunt. I mean, it's ridiculous, isn't it?
观察点
这个频道对 $CAKE 的历次判断
Financial Education 在这只股票上共 9 条判断，这里只列相邻的几条。